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116 VOTE
Status Planned for future release
Workspace Planning Analytics
Created by Guest
Created on Nov 30, 2017

Custom Rollups in PAW set editor - used as filters

An important need from customers would be to create custom rollups in PAW.
The user would need to pick some elements in the set editor, create a rollup and use it as a filter, either in the selector widget or in a view.
  • Admin
    Sami El Cheikh
    Oct 7, 2022

    Thank you for your comments! We have started rolling out this work iteratively starting with a feature preview for UDCs in Custom Reports in PAfE and hope to build it out from there to introduce the functionality into other report types within PAfE and a new user experience. While this functionality in PAfE will not mirror the flow in Perspectives exactly, we are focused on the use cases covered by Perspectives in regards to this feature.

    Reference Link:
    https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=2022-user-defined-calculations-now-supported

  • Guest
    May 12, 2022

    Also expecting this feature ASAP for better and decent analysis.

  • Guest
    Mar 28, 2022

    Hello DevTeam,

    Any update on this ?

    It's a show stopper in the organization I'm working for and we would really like to move away from Perspectives and adopt Planning Analytics for Microsoft Excel...

    Thx,

    Bob


  • Guest
    Mar 16, 2022

    Hello dear Dev Team,

    can you tell us the current status for this topic?


    This function is very important to move users from perspective to PAX


    Thanks


  • Guest
    Mar 4, 2022

    Hi Devs,


    we're trying to move all our users (100 persons) from Perspective old Technology to PAX new one, the lack of this very

    important functionality has stopped the process because most of their reports are based on custom rollup, they picl 2 or more elements of a dimension and then put them in a box named X and would like use the box X in custom or dinamic report. PAx doesn't support this and this is a drama.

    Can you tell me if this gap is going to be closed in a short time period or not? this is important to evaluate what to do with Perspective....


    i appreciate your help.


    ty

  • Guest
    Dec 10, 2021

    Hello dear Dev Team,

    can you tell us the current status for this topic?

    This function is very important for the business sector as you can create new consolidations on the fly and then give it to your colleagues for checking or further considerations!

    This function is existing in Perspectives.
    In Pax only partly at the surface; I tested now with the version 69 and I'm a bit confusing;

    in the tree pane in PAX you can see the elements of the new Subset (Subset in Subset), however, if you want to edit this or to use it, you only get the normal elements, but not the new Subset-C-Level-element.

    I hope, you can do it in the near future!

    Hoping for the best!
    Thank you in advance.

    Vitalij

  • Guest
    Dec 9, 2021

    Giving it a Push. Please Development, try to consider that Enhancement. It would make PAW outstanding. Its a highly missed feature in all Projects.

  • Guest
    Apr 21, 2021

    When is this functionality to be expected?

  • Guest
    Sep 19, 2019

    Even today you can use the calculation capability in a PA Workspace table to create a custom SUM or AVERAGE of several members and then move that new calculation to context.

    It the future you'll be able to create an Aggregate Consolidation that respects the cube rules and use that in the same way, but it will be done in the table, not the Set Editor initially.

  • Guest
    Apr 8, 2019

    It would be usefull if users could see the rollup through DBR/DBRW functions